Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ONEQ 0.00%
2 DFAT 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wells Fargo & Co 159.32K (3.66%) 1.48K
Increased by +0.93%
Jun 30, 24
2 Bank of America Corp 147.28K (3.39%) -138.00
Decreased by -0.09%
Jun 30, 24
3 American Express Co 134.91K (3.10%) 0.00
Increased by 0.00%
Jun 30, 24
4 Vanguard Group Inc 71.29K (1.64%) -29.89K
Decreased by -41.92%
Jun 30, 24
5 Geode Capital Management, LLC 68.00K (1.56%) 6.00K
Increased by +8.82%
Jun 30, 24
6 Renaissance Technologies Corp 45.70K (1.05%) 4.00K
Increased by +8.75%
Jun 30, 24
7 Citadel Advisors Llc 28.77K (0.66%) 16.41K
Increased by +57.02%
Sep 30, 23
8 HRT FINANCIAL LLC 18.38K (0.42%) 18.38K
Increased by +100.00%
Mar 31, 24
9 FORTEM FINANCIAL GROUP, LLC 18.00K (0.41%) 0.00
Increased by 0.00%
Jun 30, 24
10 Calton & Associates, INC. 17.90K (0.41%) -250.00
Decreased by -1.40%
Jun 30, 24
11 Susquehanna International Group, LLP 13.69K (0.32%) 13.69K
Increased by +100.00%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 13.60K (0.31%) -6.28K
Decreased by -46.18%
Jun 30, 24
13 JANE STREET GROUP, LLC 11.33K (0.26%) 11.33K
Increased by +100.00%
Dec 31, 23
14 Schonfeld Strategic Advisors LLC 10.80K (0.25%) -100.00
Decreased by -0.93%
Jun 30, 24
15 Tower Research Capital LLC 6.39K (0.15%) 334.00
Increased by +5.23%
Mar 31, 24
16 FNY Investment Advisers, LLC 1.60K (0.04%) 0.00
Increased by 0.00%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 1.50K (0.03%) 1.50K
Increased by +100.00%
Jun 30, 24
18 BlackRock Inc 1.39K (0.03%) 0.00
Increased by 0.00%
Mar 31, 24
19 FMR Inc 157.00 (0.00%) 157.00
Increased by +100.00%
Sep 30, 23
20 Advisor Group Holdings, Inc. 100.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 71.29K (1.64%) 0.00
Increased by 0.00%
Aug 31, 24
2 Fidelity Nasdaq Composite ETF 36.23K (0.83%) 0.00
Increased by 0.00%
Jul 31, 24
3 Fidelity® Nasdaq Composite ETF 33.36K (0.77%) 0.00
Increased by 0.00%
Dec 29, 23
4 Fidelity Extended Market Index 21.00K (0.48%) -338.00
Decreased by -1.61%
Aug 31, 24
5 Vanguard Total Stock Mkt Idx Inv 20.80K (0.48%) -9.09K
Decreased by -43.70%
Apr 30, 24
6 Fidelity® Extended Market Index 16.35K (0.38%) 0.00
Increased by 0.00%
Nov 30, 23
7 Dimensional US Targeted Value ETF 9.85K (0.23%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity Nasdaq Composite Index 7.03K (0.16%) 0.00
Increased by 0.00%
Aug 31, 24
9 NT Ext Equity Mkt Idx Fd - L 4.63K (0.11%) 0.00
Increased by 0.00%
Sep 30, 24
10 Northern Trust Extended Eq Market Idx 4.63K (0.11%) 0.00
Increased by 0.00%
Jun 30, 24
11 SSgA U.S. Extended Market Index Class I 4.50K (0.10%) 0.00
Increased by 0.00%
Dec 31, 23
12 State St US Extended Mkt Indx NL Cl C 4.50K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
13 DFA US Targeted Value I 3.88K (0.09%) 3.88K
Increased by +100.00%
Aug 31, 24
14 Fidelity Series Total Market Index 2.86K (0.07%) 0.00
Increased by 0.00%
Aug 31, 24
15 Fidelity® Series Total Market Index 2.86K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
16 SSgA U.S. Total Market Index Strategy 1.85K (0.04%) 548.00
Increased by +29.69%
Jun 30, 24
17 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 713.00 (0.02%) 525.00
Increased by +73.63%
Jun 30, 24
18 Spartan Extended Market Index Pool E 591.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 24
19 Fidelity U.S. Equity Index Ins Trust 43.00 (0.00%) 0.00
Increased by 0.00%
Aug 31, 24